API and Integrations - Adding Multiple Investments | support.carta.com

Adding Multiple Investments

Method and URL

URL	`https://tactycapi.com/api/fund/{{FUND_ID}}/investments`
Method	`POST`

Sample Request Header

# ADDING AN SINGLE INVESTMENT

curl https://tactycapi.com/api/fund/{{FUND_ID}}/investment
-X POST
-H 'Authorization:{{API KEY}}'

Sample Request Body

The body of your API request must be an array of JSON field contain the following required fields:

Name: Name of the portfolio company ( string)
Investment Date: Date of the investment. Must be in "MMM-YYYY" format, for e.g. "Jan-2023" (string)
Investment Month: Month of the investment between 1 and 12 where 1 = January and 12 = December.
Round: The name of the round for e.g. "Seed" (string)
Amount: Amount invested ( number)
Pre-Money Valuation: Pre-Money Valuation of the round. For SAFEs or Convertible Notes enter the cap instead ( number)
Round Size: The financing raised by the company in this round (number)
Exit Month (Optional): Months to exit since the round.
Exit Valuation (Optional): Company valuation at exit.

# SAMPLE BODY IN REQUEST
[\
  {\
      "investmentDate": "Mar-2023",\
      "name": "Epsilon2",\
      "round": "Seed",\
      "amount": 1000000.0,\
      "preMoneyValuation": 10000000.0,\
      "roundSize": 2000000,\
      "sector": ["FinTech", "SaaS"],\
      "tags": "FinTech, Saas",\
      "exitMonth": 60,\
      "exitValuation": 100000000\
  },\
     {\
      "investmentDate": "Mar-2023",\
      "name": "Epsilon3",\
      "round": "Seed",\
      "amount": 1000000.0,\
      "preMoneyValuation": 10000000.0,\
      "roundSize": 2000000,\
      "sector": ["FinTech", "SaaS"],\
      "tags": "FinTech, Saas",\
      "exitMonth": 60,\
      "exitValuation": 100000000\
  }\
]

Sample Response

A successful creation of a new investment will result in the following response with a status code of 200. The output fields in the response are for each investment:

Investment ID: Identifier for this investment within Fund Forecasting's fund instance. This is unique across investments but is not unique across performance cases.
Case ID: This is a unique ID for each performance case defined for an investment. By default, each investment must have at least 1 performance case.

{
"status": 200,
"body": [\
       {\
           "investmentId": "IDUVOJChyH",\
           "caseId": "dckTftcwp",\
           "name": "Epsilon2"\
       },\
       {\
           "investmentId": "-Z6ec8GrkZ",\
           "caseId": "D1Pxci3aRJ",\
           "name": "Epsilon3"\
       }\
    ]
}